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Procter & Gamble

1,788 hedge funds and large institutions have $131B invested in Procter & Gamble in 2014 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 744 increasing their positions, 789 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $2.74B | Put options by funds: $1.56B

13% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 71

0.19% less ownership

Funds ownership: 60.32%60.13% (-0.19%)

0% less funds holding

Funds holding: 1,7961,788 (-8)

1% less capital invested

Capital invested by funds: $133B → $131B (-$1.8B)

6% less repeat investments, than reductions

Existing positions increased: 744 | Existing positions reduced: 789

11% less funds holding in top 10

Funds holding in top 10: 344306 (-38)

Holders
1,788
Holders Change
-8
Holders Change %
-0.45%
% of All Funds
51.63%
Holding in Top 10
306
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-11.05%
% of All Funds
8.84%
New
80
Increased
744
Reduced
789
Closed
71
Calls
$2.74B
Puts
$1.56B
Net Calls
+$1.18B
Net Calls Change
-$1.56B
Name Holding Trade Value Shares
Change
Change in
Stake
DS
1826
DRW Securities
Illinois
-$481K -5,905 Closed
T
1827
TradeWorx
New Jersey
-$469K -5,763 Closed
NC
1828
NBW Capital
Massachusetts
-$438K -5,384 Closed
DIP
1829
DT Investment Partners
Pennsylvania
-$434K -5,332 Closed
ST
1830
Sentinel Trust
Texas
-$411K -5,047 Closed
GC
1831
Gruss & Co
Florida
-$407K -5,000 Closed
ASC
1832
Atalanta Sosnoff Capital
New York
-$393K -4,825 Closed
FHC
1833
First Houston Capital
Texas
-$391K -4,800 Closed
AIM
1834
ARGA Investment Management
Connecticut
-$382K -4,699 Closed
IF
1835
IRON Financial
Illinois
-$375K -4,609 Closed
DTL
1836
Dynamic Technology Lab
Singapore
-$309K -3,800 Closed
PM
1837
Parametrica Management
Hong Kong
-$300K -3,686 Closed
GIM
1838
Greystone Investment Management
Ohio
-$258K -3,164 Closed
SEC
1839
Seven Eight Capital
New York
-$244K -3,000 Closed
ACM
1840
Alta Capital Management
Utah
-$232K -2,856 Closed
FIM
1841
Fernwood Investment Management
Massachusetts
-$227K -2,787 Closed
BSA
1842
Braun Stacey Associates
New York
-$220K -2,700 Closed
ACI
1843
Alpha Cubed Investments
California
-$218K -2,683 Closed
SI
1844
Scout Investments
Missouri
-$214K -2,628 Closed
RCM
1845
Reynolds Capital Management
Nevada
-$212K -2,600 Closed
IC
1846
IKOS CIF
Cyprus
-$162K -1,990 Closed
SHWM
1847
Smith & Howard Wealth Management
Georgia
-$138K -1,696 Closed
MCM
1848
McKinley Capital Management
Alaska
-$132K -1,619 Closed
QT
1849
Quantbot Technologies
New York
-$73K -900 Closed
TCM
1850
Tributary Capital Management
Nebraska
-$59K -725 Closed

PG Hedge Fund Activity: Q1 2014 in Review

1,788 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Procter & Gamble (PG) for Q1 2014, worth a combined $131B — down 1.4% from $133B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new PG positions and 71 closed out — a net gain of 9 holders — while 744 added to existing stakes and 789 trimmed.

The largest buyer was Capital World Investors, adding an estimated $341M. The largest seller was State Street, cutting an estimated $794M.

  • 1,788 institutional investors held Procter & Gamble (PG) as of Q1 2014, down from 1,796 in Q4 2013.
  • Funds reported $131B of Procter & Gamble stock for Q1 2014, down 1.4% quarter-over-quarter.
  • 80 funds opened new Procter & Gamble positions in Q1 2014 and 71 closed out, a net change of +9 holders.
  • The largest Procter & Gamble buyer in Q1 2014 was Capital World Investors, an estimated $341M added.
  • The largest Procter & Gamble seller in Q1 2014 was State Street, an estimated $794M sold.

Based on aggregated 13F filings for Q1 2014.